Everon AG’s Post

BDC 2023-2 filed. I'd like to say it's getting easier. I will say I'm noticing the number of BSL's changing in our footprint due to corrections in the fabric data. A couple of thoughts post filing as I sip on some KY Bourbon... 1 - The burden of identifying BSL's that are missing, and BSL's that shouldn't exist should not be placed on the ISP. It's 2023, but we still don't have a point of truth for coordinates of all addresses that uses a standardized address list that is locally recognized. 2 - to sync your billing systems' location data with the Fabric data at this point would be futile as geocoordinates on the billing system data may not exactly match the coordinates in the fabric data. 3 - small ISP's are again at a disadvantage here because they either have to do this somewhat manually, or hire it out to an outside firm at a steep cost to them, where internal staff will still be deeply involved. 4 - A checkbox "Nothing in my footprint changed since last filing" or "use data from previous filing" should be all that's needed for location data each filing, then certify on subscription data. Upload a set of polygons and then the ISP shouldn't have to change anything if nothing changed. Note - I originally stated incorrectly that you can't flag multiple technologies per BSL, You in fact can. So I retracted that statement in an edit. I'll see you again for yet another BDC filing rant this fall.

We have introduced significant enhancements to Archer, our goals-based advice tool for scenario modelling and real-time client engagement. A dedicated tool has been added to help explain and evaluate a potential or existing Limited Recourse Borrowing Arrangement (LRBA). This tool will help evaluate the benefits of the LRBA, its impact on cashflow, and the point in time the SMSF is projected to run out of liquid assets over the projected period. This is a valuable resource for those considering an LRBA as part of their investment strategy. These enhancements will also allow the optional modelling of a working account and different portfolios of assets within the SMSF, with each portfolio having its own rates of return, fees and liquidity characteristics. Cameron O'Sullivan, Head of Product – Digital Engagement at DASH, comments, “We’re confident these enhancements will make managing your clients’ SMSFs more efficient and insightful than ever before. When you combine these new features with the existing goals-based modelling, the value-add to the client experience is ten-fold.” Read in full: https://lnkd.in/gVZrU5dW

For those also already 20+ years in the business of Digital Transformation, doesn't it feel like a déjà-vu when you still talk about IT-modernization? My experience so far, this journey never stops 😉 BTW: it also doesn't get boring! Surely, the legacy IT I started working on, back in the days 🙃, was quite different, yet had to be modernized as well ... and still quite a lot of that legacy is out there. Moreover: what has been developed in the last 20+ years is legacy by itself in the meantime. So what is more appropriate and *timely* as ever, to put to paper all that experience and what we see as best practice for your IT-Modernization. We have done this together with our partner iSYS Software GmbH. Bundling our forces, is what we see as needed to bring the value add in modern day modernization of complex IT landscapes: ✅ How to make your IT fit again, and not necessarily again-and-again ✅ Lessons learned ✅ In-depth analysis for a detailed evaluation of modernization options Curious, and when (still) struggling with this challenge, then enjoy the read, and do reach out to leave some legacy behind (pun intended)❗ #ITModernization #DigitaleTransformation #Whitepaper #FinancialServices #Banking #Insurance https://lnkd.in/ed_cU9CW

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The FCA Ongoing Services Review: I was discussing with a company yesterday how modern back-offices like Plannr Technologies Limited can help companies automate these processes through a central automation engine ensuring that companies are compliant with the new Consumer Duty rules. I was surprised at the response and how little automation had been applied to this previously, leaving so much for the Advisers themselves to diarise and perform manually. #fca #consumerduty #crm #automation https://lnkd.in/duzARfDv

We are introducing our revamped Business Verification solution! Now, you get streamlined verification with just one comprehensive solution featuring six advanced modules designed to make business verification smoother, faster, and more reliable. ✨ What's New? • Start your registry check with two fields—country of incorporation and company name. • Access comprehensive data across 200 countries, covering 500+ million companies, ensuring you never miss a beat. • Enjoy quick Corporate Registry Checks, reducing processing times from 3 minutes to just 15 seconds. • Verify UBOs with over 90% pass rates in about 30 seconds. • Advanced #AML checks using 11K+ sources for maximum security. • Request additional information effortlessly through tailored questionnaires. Forget long processing times, incomplete data, and the hassle of integrating multiple data sources.  Join 250+ businesses using Sumsub Business Verification to ensure your business verification is smooth, reliable, and efficient. Learn more 👉 https://lnkd.in/dK22h9HY

A few months ago, a client reached out with a puzzling issue. He was using our platform, DataFi, alongside another software. The other system was showing $$,$$$ more in profit than ours was. Whenever discrepancies like this pop up, my first step is always to dive into the details. So, I went through everything the client shared and compared it to the data on our platform. To be honest, it didn’t take long to spot the difference. The other software had accounted for almost everything, but they missed one important detail. A simple line item that was going unaccounted for on their end. I let the client know, explaining that this fee was causing the mismatch. When he followed up with the other provider, they admitted it was an issue they were “working on.” To me, that response felt a bit surprising, and honestly a bit discomforting. It seemed like something that could be fixed quickly. When a client is relying on you for accurate data, “we’re working on it” doesn’t always cut it. Isn’t accurate data is the foundation of trust? As a business, isn’t that the most important thing?

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